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Disclosery

PXH INVESCO EXCH TRADED FD TR II

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RAFI EMRGNG MRKT (fund)

207 managers (209 13F filers) reported a position in PXH shares at 2025-12-31, 55,969,933 shares in all. 26 filers opened a position and 19 filers sold out during the quarter.

Managers
207
13F filers
209
New
26
Added
85
Reduced
42
Sold out
19
Shares held by filers
55,969,933

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Charles Schwab Trust Cogroup of 2 filers holding23,691,227$611M-458,455Timeline
FMR LLCin group FMR LLC3,185,379$82.2M<0.01%+150,85813F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.3,051,133$78.7M1.93%+125,13513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,918,482$75.3M0.02%+342,05513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,326,588$60M0.01%+428,08613F-HRTimelineGroup
LPL Financial LLC1,894,726$48.9M0.01%+890,13513F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC1,626,753$42M0.02%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,590,453$41M<0.01%-263,52113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,517,191$39.2M<0.01%+210,06613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,208,404$31.2M<0.01%+149,53713F-HR/ATimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,170,500$30.2M0.1%-165,00013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp820,831$21.2M<0.01%-9,66113F-HRTimelineGroup
HighTower Advisors, LLC610,776$15.8M0.02%+23,76913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.598,737$15.5M0.02%-44,27213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding580,846$15M+60,375Timeline
CIDEL ASSET MANAGEMENT INC569,521$14.7M1.04%-3,99513F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD460,425$11.9M0.03%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS408,538$10.5M0.02%+5,85913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC303,759$7.84M<0.01%+13,96413F-HRTimelineGroup
Johnson & White Wealth Management, LLC292,093$7.54M3.28%+17,07613F-HRTimeline
Axiom Financial Strategies, LLC273,688$7.06M2.97%+124,97413F-HRTimeline
Virtus Family Office LLC268,894$6.94M5.98%+13,86113F-HRTimeline
Cetera Investment Advisers259,172$6.69M0.01%+168,94713F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP225,495$5.82M0.01%013F-HRTimelineGroup
Atlas Legacy Advisors, LLC223,504$5.77M1.01%+22,17313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.207,770$5.36M0.01%+4,46713F-HRTimelineGroup
Aries Wealth Management204,284$5.27M1.17%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA199,477$5.15M<0.01%-10,09013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC193,369$4.99M0.09%new13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC172,916$4.46M<0.01%+87,40313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC172,524$4.45M0.25%-62513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/171,847$4.43M<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC163,401$4.22M0.03%-32,58313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…151,335$3.91M<0.01%+112,98813F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…144,644$3.85M0.01%+1,36113F-HRTimeline
FOSTER & MOTLEY INC146,231$3.77M0.2%-3,21013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC133,198$3.44M1.59%-49,32413F-HRTimeline
MAI Capital Management131,882$3.4M0.02%+51,90913F-HRTimeline
LMCG INVESTMENTS, LLC129,906$3.35M0.19%+18,15213F-HRTimeline
Advisory Services Network, LLC127,335$3.29M0.05%+125,92713F-HRTimeline
Creative Planningin group Creative Planning115,336$2.98M<0.01%+12,07313F-HRTimelineGroup
Kathmere Capital Management, LLC112,256$2.9M0.2%-2,11013F-HRTimeline
SigFig Wealth Management, LLC111,751$2.88M0.09%-2,11013F-HRTimeline
Professional Financial Management, Inc.110,050$2.84M3.22%13F-HRTimeline
Choice Wealth Advisors LLC98,903$2.71M1.07%new13F-HRTimeline
&PARTNERS102,312$2.64M0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC93,480$2.41M<0.01%+18,32013F-HRTimelineGroup
Financial Management Professionals, Inc.90,963$2.35M0.24%013F-HRTimeline
KWB Wealth89,124$2.3M0.22%+1,79813F-HRTimeline
Sepio Capital, LP87,271$2.25M0.12%+2913F-HRTimeline
Integrated Wealth Concepts LLC86,623$2.24M0.03%-24613F-HRTimeline
Waverly Advisors, LLC82,061$2.12M0.02%-40013F-HRTimeline
ORG Partners LLC76,145$1.97M0.35%+3,11013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC74,610$1.93M0.38%+5,85513F-HRTimeline
Connecticut Capital Management Group, L…71,499$1.85M1.77%13F-HRTimeline
Private Advisor Group, LLC67,147$1.73M0.01%+6,34513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV62,882$1.62M<0.01%+19,74213F-HRTimeline
Sanctuary Advisors, LLC61,921$1.6M0.01%+10,76013F-HRTimeline
MassMutual Private Wealth & Trust, FSB59,719$1.54M0.04%+9,81913F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC55,600$1.44M0.07%+1,36413F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC55,600$1.44M0.27%+1,36413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC52,191$1.35M0.03%+11,57113F-HRTimeline
NewEdge Advisors, LLC51,710$1.33M<0.01%+81713F-HRTimeline
Sequoia Financial Advisors, LLC51,034$1.32M0.01%-15713F-HRTimeline
Integrated Advisors Network LLC50,911$1.31M0.06%+3,39513F-HRTimeline
Trademark Financial Management, LLC45,593$1.18M0.65%+4,41613F-HRTimeline
Goldstein Advisors, LLC40,994$1.06M0.12%-30013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP38,254$987K<0.01%+27,23413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38,199$986K<0.01%-3,09013F-HRTimelineGroup
TopTier Wealth Management, LLC37,541$969K0.66%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.37,066$957K0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC33,576$867K<0.01%+2,43113F-HRTimelineGroup
Steward Partners Investment Advisory, L…32,903$849K<0.01%-1,32013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,289$833K<0.01%+4,02713F-HRTimeline
Rathbones Group PLC32,180$831K<0.01%013F-HR/ATimeline
Accel Wealth Management32,037$827K0.23%new13F-HRTimeline
CIBC WORLD MARKET INC.31,675$818K<0.01%+1,21713F-HRTimeline
Net Worth Advisory Group29,316$757K0.15%+1,06513F-HRTimeline
Wealthfront Advisers LLC29,237$755K<0.01%+6,02113F-HRTimeline
Crusonia Wealth Advisors LLC28,740$742K0.16%13F-HRTimeline
Quantinno Capital Management LP28,652$740K<0.01%+2,11413F-HRTimeline
Red Tortoise LLC28,126$726K0.31%-37113F-HRTimeline
DAVENPORT & Co LLC26,962$696K<0.01%+5,01213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,722$664K0.01%+4,69913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,164$649K<0.01%+9,85113F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC24,226$625K0.34%+24713F-HRTimeline
Sightline Wealth Advisors, LLC23,644$610K0.26%new13F-HRTimeline
VestGen Advisors, LLC23,453$605K0.03%-1,99913F-HRTimeline
Rollins Financial Advisors, LLC22,865$590K0.09%+4,08513F-HRTimeline
Prairiewood Capital, LLC22,506$581K0.18%013F-HRTimeline
IFG Advisory, LLC22,361$577K0.03%+1,53913F-HRTimeline
IEQ CAPITAL, LLC22,248$574K<0.01%+313F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC20,741$535K0.23%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co20,417$527K0.01%013F-HRTimelineGroup
Westmount Partners, LLC20,107$519K0.13%013F-HRTimeline
Apeiron RIA LLC18,693$516K0.1%+84113F-HRTimeline
Breakwater Capital Group19,790$511K0.07%+8,80413F-HRTimeline
Cambridge Investment Research Advisors,…19,743$510K<0.01%+3,22613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,617$481K<0.01%+5013F-HR/ATimelineGroup
Revolve Wealth Partners, LLC18,217$470K0.06%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC17,197$444K0.03%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,814$434K<0.01%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC16,740$432K0.05%+2313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,177$418K0.14%+17213F-HRTimelineGroup
IFP Advisors, Inc15,345$396K0.01%-60513F-HRTimeline
Maridea Wealth Management LLC14,702$379K0.06%+67513F-HRTimeline
MML INVESTORS SERVICES, LLC14,456$373K<0.01%+3,39813F-HRTimeline
PACIFIC FINANCIAL GROUP INC14,361$371K0.21%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC13,787$356K0.02%-33013F-HRTimeline
AlphaCore Capital LLC13,323$344K0.01%-1,20113F-HRTimeline
Paragon Capital Management Ltd13,083$338K0.07%013F-HRTimeline
Austin Wealth Management, LLC12,651$335K0.05%+26613F-HRTimeline
American Trust12,924$334K0.03%-29913F-HRTimeline
HUB Investment Partners, LLC12,571$324K0.01%+85113F-HRTimeline
Trailhead Planners LLC12,280$317K0.31%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,247$316K<0.01%new13F-HRTimelineGroup
EVOKE WEALTH, LLC12,020$310K0.01%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC11,882$307K0.11%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,452$291K<0.01%+113F-HRTimelineGroup
Redwood Financial Network Corp11,243$290K0.18%+2,08713F-HRTimeline
Capital Investment Advisors, LLC11,183$289K<0.01%+2,19913F-HRTimeline
OLD MISSION CAPITAL LLC11,142$288K0.01%-15,74313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,962$283K0.01%-913F-HRTimelineGroup
Asset Dedication, LLC10,947$283K0.02%-45213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,521$272K<0.01%-61713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,696$250K<0.01%+41713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,640$249K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC9,255$239K0.01%013F-HRTimeline
CoreCap Advisors, LLC9,001$232K0.01%+5413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,169$211K<0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…8,153$210K<0.01%+2913F-HRTimeline
KCM INVESTMENT ADVISORS LLC8,000$206K0.01%013F-HRTimeline
Modern Wealth Management, LLC7,925$205K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…6,896$178K<0.01%-5013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,515$168K<0.01%+5713F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC6,351$164K<0.01%+1,82113F-HRTimelineGroup
Capital Investment Advisory Services, L…6,288$162K0.01%+1713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,643$146K<0.01%+613F-HRTimelineGroup
Golden State Wealth Management, LLC5,639$146K0.02%-2,16413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,168$133K<0.01%+40113F-HRTimeline
Root Financial Partners, LLC4,647$120K0.01%+1,71013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,256$110K<0.01%+21913F-HRTimelineGroup
COMERICA BANK3,840$99.1K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,462$89.4K<0.01%+26013F-HRTimeline
Global Retirement Partners, LLC2,932$75.7K<0.01%-11713F-HRTimeline
WealthCollab, LLC2,712$70K0.03%new13F-HRTimeline
AE Wealth Management LLC2,639$68.1K<0.01%+1,88813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,634$68K<0.01%013F-HRTimelineGroup
FIRST HORIZON CORP2,513$64.9K<0.01%013F-HRTimeline
Crewe Advisors LLC2,256$58.2K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,824$47.1K0.02%+113F-HRTimeline
Farther Finance Advisors, LLC1,801$46.5K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA1,711$44.2K<0.01%013F-HRTimeline
Key Financial Inc1,540$39.7K0.01%+1,47013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,538$39.7K<0.01%-1313F-HRTimelineGroup
Versant Capital Management, Inc1,348$34.8K<0.01%-60113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,281$33.1K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,053$27.2K<0.01%new13F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC1,000$25.8K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…959$24.8K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…951$24.5K<0.01%new13F-HRTimelineGroup
Allworth Financial LP936$24.2K<0.01%+13513F-HRTimeline
Dunhill Financial, LLC804$20.8K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp609$15.7K<0.01%013F-HRTimelineGroup
Financial Connections Group, Inc.548$14K<0.01%013F-HRTimeline
GODSEY & GIBB, INC541$14K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.540$13.9K<0.01%013F-HRTimeline
MCF Advisors LLC536$13.8K<0.01%+20113F-HRTimeline
Parallel Advisors, LLC498$12.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\407$10.5K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…400$10.3K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC395$10.2K<0.01%-33413F-HRTimeline
HARBOUR INVESTMENTS, INC.389$10K<0.01%013F-HRTimeline
Clean Yield Group377$9.73K<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC368$9.5K<0.01%new13F-HRTimeline
Blue Trust, Inc.333$8.6K<0.01%-90913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp312$8.05K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc292$7.55K<0.01%-4313F-HRTimeline
Paladin Advisory Group, LLC248$6.4K<0.01%-18513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC239$6.19K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC218$5.63K<0.01%+21513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC180$4.65K<0.01%-20013F-HRTimeline
TD Waterhouse Canada Inc.169$4.36K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC144$4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC150$3.87K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd144$3.72K<0.01%-84113F-HRTimeline
SageView Advisory Group, LLC137$3.54K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management102$2.64K<0.01%+2813F-HRTimelineGroup
Navigoe, LLC80$2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…70$1.81K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC57$1.47K<0.01%013F-HRTimeline
Triumph Capital Management52$1.34K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…51$1.32K<0.01%13F-HRTimeline
Avion Wealth70$1K<0.01%-17013F-HRTimeline
Robinswood Financial LLC34$880<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC29$748<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC21$542<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4$103<0.01%013F-HRTimelineGroup
PFS Partners, LLC3$78<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3$77<0.01%013F-HRTimeline